TIAA
Wealth Management Client Relationship Manager
Charlotte, NC, USA
Sponsorship not specifiedDetected 67 days ago
AccessibilityBusiness DevelopmentCommunicationCollaboration
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odds of building a lasting career here
34Risky
Cap-exempt (no lottery)0
Sponsors this role70
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
Thin sponsorship signal and lottery-bound. A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.
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About the role
- We're fighting harder than ever before for our clients and the many Americans who need us.
- They influence every decision we make and how we work together to serve our clients every day.
Responsibilities
- The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients.
- Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals.
- Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
- Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
- Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.
- At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges.
- We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One.
- Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact.
- Accessibility Support
- TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
Requirements
- For more than 100 years, TIAA has delivered it for millions of people.
Nice to have
- University (Degree) Preferred
- 2+ Years Required
- 3+ Years Preferred
Compensation
- $71,300/yr - $80,500/yr
- Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.
- In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Benefits
- That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones.
- To learn more about your benefits, please review our Benefits Summary.
- Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
- Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic.
Company info
- Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management.
- We equip our associates with future-focused skills and AI tools that enable us to advance our mission.
- Together, we are fighting to ensure a more secure financial future for all and for generations to come.
Equal opportunity
- We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
- Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
- If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
- Phone: (800) 842-2755
This listing is sourced directly from TIAA's careers page and normalized into a canonical job model.